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Wealth Alliance’s HDFC Bank HDB Stock Holding History

Wealth Alliance’s Portfolio HDB Stock Details HDB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$446K Sell
17,254
-1,570
-8% -$39.3K 0.04% 341
2026
Q1 		$468K Sell
18,824
-5,072
-21% -$158K 0.05% 309
2025
Q4 		$873K Sell
23,896
-1,170
-5% -$42.1K 0.09% 204
2025
Q3 		$856K Sell
25,066
-10,758
-30% -$397K 0.09% 198
2025
Q2 		$1.37M Sell
35,824
-1,758
-5% -$63.7K 0.15% 134
2025
Q1 		$1.25M Sell
37,582
-20
-0.1% -$610 0.15% 138
2024
Q4 		$1.2M Sell
37,602
-452
-1% -$14.5K 0.14% 139
2024
Q3 		$1.19M Buy
38,054
+3,492
+10% +$107K 0.14% 138
2024
Q2 		$1.11M Buy
34,562
+12,004
+53% +$352K 0.14% 139
2024
Q1 		$631K Sell
22,558
-7,240
-24% -$205K 0.08% 229
2023
Q4 		$1,000K Buy
29,798
+4,032
+16% +$122K 0.14% 146
2023
Q3 		$760K Sell
25,766
-2,600
-9% -$84.7K 0.12% 175
2023
Q2 		$989K Buy
28,366
+1,320
+5% +$44.5K 0.15% 141
2023
Q1 		$902K Sell
27,046
-312
-1% -$10.4K 0.15% 154
2022
Q4 		$936K Sell
27,358
-3,084
-10% -$100K 0.17% 142
2022
Q3 		$889K Buy
30,442
+6,578
+28% +$202K 0.18% 129
2022
Q2 		$656K Buy
23,864
+1,830
+8% +$51.6K 0.13% 176
2022
Q1 		$676K Buy
22,034
+1,444
+7% +$46.9K 0.14% 162
2021
Q4 		$670K Sell
20,590
-2,042
-9% -$71.5K 0.13% 172
2021
Q3 		$827K Buy
22,632
+1,618
+8% +$60K 0.19% 121
2021
Q2 		$768K Sell
21,014
-118
-0.6% -$4.32K 0.18% 134
2021
Q1 		$821K Buy
21,132
+128
+0.6% +$5.02K 0.23% 110
2020
Q4 		$759K Buy
21,004
+2,936
+16% +$93.6K 0.22% 119
2020
Q3 		$451K Buy
18,068
+3,624
+25% +$87.9K 0.16% 157
2020
Q2 		$328K Buy
+14,444
New +$297K 0.13% 199

Other funds holding HDB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Wealth Alliance's HDB Position: Q2 2026 in Review

Wealth Alliance reduced its HDFC Bank (HDB) stake by 8.3% in Q2 2026, selling an estimated $39.3K and leaving 17,254 shares worth $446K. The position accounts for 0.04% of the portfolio, ranked #341.

Wealth Alliance first reported a position in HDB in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.37M in Q2 2025. 555 funds tracked by Wall St. Rank hold HDB as of Q2 2026.

  • Wealth Alliance held 17,254 shares of HDFC Bank worth $446K as of Q2 2026.
  • Wealth Alliance sold 1,570 HDFC Bank shares in Q2 2026, an estimated $39.3K.
  • HDFC Bank made up 0.04% of Wealth Alliance's portfolio in Q2 2026, its #341 holding.
  • Wealth Alliance first reported a position in HDFC Bank in Q2 2020 and has held it in 25 quarters since.
  • Wealth Alliance's HDFC Bank position peaked at $1.37M in Q2 2025.
  • 555 funds tracked by Wall St. Rank held HDFC Bank as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.